Financial Adviser
· PERTH, WA
David Aaron Pitt
No disciplinary history on record with ASIC
PERTH,
WA
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000427448
About David Aaron Pitt
David Aaron Pitt is a financial adviser based in Perth, Western Australia, with 26 years of experience in the financial services industry since 2000. David is currently authorised under Viridian Advisory, operating through Viridian Financial Group. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. David is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2010
Margin Lending and Geared Investments
Kaplan
2013
ASX Accredited Listed Products Adviser
Kaplan
2014
SMSF Specialist Advisor Program
SMSF Association
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited